Delve Deep into Key Aspects of the Estate Administration Process

Develop skills in estate administration in your role as a paralegal! This practical program will provide detailed insights on what information must be gathered to prepare a fiduciary accounting, how that accounting should be formatted and how to best present the information. You will also learn how to effectively manage estate assets, deal with creditor claims and handle distributions to beneficiaries. Don't miss this opportunity!

• Leave no stone unturned when assessing estate assets and liabilities.
• Gain tips for preparing the inventory and managing estate assets.
• Learn how to investigate and deal with specific types of creditor claims.
• Follow along with a sample accounting and gain pointers on the various schedules.
• Obtain insights on preparing estate tax returns.
• Discover how to deal with sticky issues such as loaned items, inadvertent distributions and beneficiary disputes.
• Spot common ethical traps - and learn how to avoid them.

Level: Intermediate

Review of Key Handbook Elements

Employee handbooks are important for the day-to-day interactions of a business. The paralegal plays a key role in making sure that all critical elements are in order. This essential course will guide you through the components that need to be included with drafting tips and sample wording for important, must-have policies. Ensure you are developing and maintaining top-notch employee handbooks!

• Review the steps for revising an existing handbook vs. starting from scratch.
• Learn how to draft language that is flexible that makes future changes easier.
• Take a closer look at effective ways to assemble required disclaimers.
• Discuss practical calendaring and tracking methods to stay on top of the maintenance of handbooks.

Level: Intermediate

Tips and Secrets for Gathering Important Electronic Evidence

Do you have the knowledge you need to find and gather any and all crucial evidence from electronic devices? This insightful course will provide a fresh look at effective ways to collect online and other digital data. Gain a solid foundation for collecting, requesting and subpoenaing evidence. Don't miss this opportunity to take away practical how-to's and tactics!

• Review the rules and resources every paralegal should know concerning electronic evidence.
• Explore the in's and out's of discovery requests and responses.
• Learn tips for collecting important content from social media accounts.
• Take a closer look at ways to obtain computer, email, internet and smartphone evidence.
• Discuss how to structure a subpoena for phone companies and social media companies to get critical records.

This is a rebroadcast of the original webcast delivered by Mathea K.E. Bulander, Laura A. Danielson and Karin M. Scheehle on July 12, 2018. Faculty will be available to answer your questions after the program.

Level: Intermediate

Effective Ways to Get and Stay Organized

Organization is one of the key traits of a successful paralegal. Those who do it well are usually the ones who are recognized for their skills and obtain more substantive assignments. Discover how you can use one of your everyday tools, Microsoft Outlook, to ensure compliance with deadlines, keep track of work in progress, prioritize workflow, and communicate and share information with your legal team more effectively.

Level: Intermediate

Essential Tools for Real Estate Paralegals

Can you successfully spot and assist your firm with issues concerning legal descriptions, conflicting surveys, and confusing historical records during real estate transactions? Let our experienced faculty teach you how to review, analyze and interpret surveys, records and legal descriptions. Enhance your skills with this program designed especially for paralegals!

• Learn how to thoroughly cross-read the survey and title commitment to spot potential problems.
• Enhance your survey interpretation and review skills.
• Learn how to read, understand and draw out legal descriptions to identify potential issues.
• Uncover practical pointers for deciphering historical land documents.

Level: Intermediate